“My first interaction with Pacific Spirit Investment Management was approximately 20 years ago, when I was looking to find a group to manage my investments. I realized that I had little expertise in this area, and had received poor results from the brokers I had been dealing with. Having no overall financial plan in place, often I found their investment recommendations were self-serving. I interviewed 3 firms, and was immediately drawn to Pacific Spirit, through my meeting with John. He was flexible, accessible, and interested in my financial goals. As well he had the highest certifications and experience. We were able to migrate my current investments and right set the portfolio over time to meet my financial goals. Many firms have a set investment portfolio you buy into, which is very inflexible.
I’ve never looked back. With Pacific Spirit, we established a financial plan, and my portfolio has grown in accordance with the goals created. Even during the most recent crash, I felt no panic and sure enough my investments bounced back over time. We revisit my plan annually, and I truly value the peace of mind I have knowing I have an excellent team, with my interests in mind, managing my investments. I highly recommend John and his team.”
Ruth Clark (Technology Executive)
“I was there at the beginning and it was awesome. Twenty years later it is truly awesome.Thank you.”
V. C. (Business Owner)
“I have known John since 1975 when I met him at UBC. When I determined I needed an investment manager I immediately thought of John and he has not disappointed me. He and his team are responsive, thorough, careful, and cautious yet responsive to market opportunities as they identify them.”
Malcolm Leitch (Senior Executive)
“My family and I have always appreciated the services and advice provided by John and the team at Pacific Spirit. We have come to them with all kinds of questions about everything to do with financial matters and their advice has been prompt and sensible. Thanks Pacific Spirit.”
B. H. (Business Owner)
“As a first year client, I appreciate the confidence that our family retirement funds are now being professionally managed. I no longer have to constantly monitor the market, worrying about its ups and downs. I also appreciate the knowledge of what our retirement funds can now be expected to provide for our lifetimes. I previously had little idea. Least but not last, I appreciate the personal service and attention that John has provided in determining our retirement needs, setting up the accounts and investing funds.”